CITIZENS ADVICE WOKING — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 15 October 1991
Removed: Not supplied
Company number supplied: 02638741
Financial period: 1 April 2024 – 31 March 2025
Latest income: £494,274
Latest expenditure: £403,227
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: CITIZENS ADVICE WOKING, PROVINCIAL HOUSE, 26 COMMERCIAL WAY, WOKING, SURREY, GU21 6EN

Website recorded by the regulator: www.wokingcab.org (displayed as text)

02 Activities

What the charity does

The Bureau offers a free service to any member of the public who may be unaware of their rights and responsibilities by reason of ignorance of such rights or of the availability of the service or through an inability to express their needs in an effective manner.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 15 January 2026
Date Accounts Received: 15 January 2026
Total Gross Income: £494,274
Total Gross Expenditure: £403,227

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 2 January 2025
Date Accounts Received: 2 January 2025
Total Gross Income: £485,119
Total Gross Expenditure: £520,218

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 6 February 2024
Date Accounts Received: 6 February 2024
Total Gross Income: £592,076
Total Gross Expenditure: £653,600

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 5 December 2022
Date Accounts Received: 5 December 2022
Total Gross Income: £507,074
Total Gross Expenditure: £409,953

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 15 November 2021
Date Accounts Received: 15 November 2021
Total Gross Income: £418,620
Total Gross Expenditure: £374,221

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 15 January 2026
Total Gross Income: £494,274
Total Gross Expenditure: £403,227
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £244,234
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 70

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 2 January 2025
Total Gross Income: £485,119
Total Gross Expenditure: £520,218
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £274,171
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 60

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 6 February 2024
Total Gross Income: £592,076
Total Gross Expenditure: £653,600
Grant Making Is Main Activity: No
Count Govt Contracts: 2
Count Govt Grants: £0
Income From Government Contracts: 252712
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 70

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 5 December 2022
Total Gross Income: £507,074
Total Gross Expenditure: £409,953
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £218,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 63

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 15 November 2021
Total Gross Income: £418,620
Total Gross Expenditure: £374,221
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £218,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 55

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 6 February 2024
Income Donations And Legacies: 23506
Income Other Trading Activities: 0
Income Charitable Activities: 560578
Income Investments: 338
Income Other: 7654
Income Total Income And Endowments: 592076
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £653,600
Expenditure Other: 0
Expenditure Total: 653600
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 38055
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £202,837
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £303,962
Assets Total Liabilities: £36,249
Assets Current Investment: 0
Assets Total Assets And Liabilities: £267,713
Creditors One Year Total Current: 36249
Creditors Falling Due After One Year: 0
Assets Cash: £291,062
Funds Endowment: 0
Funds Unrestricted: 202837
Funds Restricted: 64876
Funds Total: 267713
Count Employees: 15
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 5 December 2022
Income Donations And Legacies: 21985
Income Other Trading Activities: 4990
Income Charitable Activities: 477180
Income Investments: 20
Income Other: 2899
Income Total Income And Endowments: 507074
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £409,953
Expenditure Other: 0
Expenditure Total: 409953
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 40469
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £232,896
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £342,446
Assets Total Liabilities: £13,209
Assets Current Investment: 0
Assets Total Assets And Liabilities: £329,237
Creditors One Year Total Current: 13209
Creditors Falling Due After One Year: 0
Assets Cash: £331,894
Funds Endowment: 0
Funds Unrestricted: 232896
Funds Restricted: 96341
Funds Total: 329237
Count Employees: 10
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Surrey
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

08 Official extract

Charity Event History

Charity Name: CITIZENS ADVICE WOKING
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-02-04T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 5017062
Assoc Registered Charity Number: 1142319
Assoc Charity Name: CITIZENS ADVICE SURREY

Charity Name: CITIZENS ADVICE WOKING
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1991-10-15T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 16 AUG 1991AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 OCT 2014AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 24 DEC 2015AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25 NOV 2021AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 13 DEC 2022
Charitable Objects: THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY: TO PROMOTE ANY CHARITABLE PURPOSE FOR THE PUBLIC BENEFIT BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS IN PARTICULAR, BUT WITHOUT LIMITATION, FOR THE BENEFIT OF THE COMMUNITY IN WOKING AND SURROUNDING AREAS.
Area Of Benefit: WOKING

10 Official extract

Charity Other Names

Charity Name Id: 21318
Charity Name Type: Previous name
Charity Name: WOKING CITIZENS ADVICE BUREAU

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management